Jensen, even after decades, remained deeply involved in many operational decisions with 40+ direct reports. He had a long-term mindset, investing heavily in Tegra and CUDA in 2009-2010, even as he was plagued by write-offs from faulty chips.
This is a terrible decision for NVIDIA and the broader economy. Jensen gets to retire with $100B+ and not deal with the crap.
He should be thankful he's not in prison. Even without the spy and affair scandals, his lobbying to sell chips to China is treasonous due to how geopolitically critical AI will soon become. (That alone is not criminally treasonous, but with the MSS influence operation, it might be.) He should've resigned days ago.
I'm no pro-US nationalist or anything, but I am very very much anti-CCP.
By the way, do we actually know if Alice Huang is actually Chinese spy, or just merely sees good money in reselling NVIDIA chips to them? Because you don't really need to be the former to do the latter.
> He should be thankful he's not in prison. Even without the spy and affair scandals, his lobbying to sell chips to China is treasonous due to how geopolitically critical AI will soon become. (That alone is not criminally treasonous,
He should be thankful he's not jailed for advocating something which is not even declared illegal yet? Is that the famous "rule of the law" I heard so much about?
> Is that the famous "rule of the law" I heard so much about?
We're in the find-out phase of the merger of the corporation and the state, where everything is permitted as long as you send some considerations to the dear leader...
Did he? A singular CEO with 40+ direct reports and no succession plan... that alone feels like a very short term mindset to me. He could have been hit by a car tomorrow, what's the contingency plan there? Not to mention the whole 'violating export restrictions' thing, that's typically not great for the long term viability of a company either.
Not sure it’s as much “short term mindset” as it is power consolidation. He doesn’t own a big voting share (only 3.5%) or a special share class like Zuck, so it’s in his interest to not have a clear #2 lest they and the board get any ideas of collaborating on a coup.
> He had a long-term mindset, investing heavily in Tegra and CUDA in 2009-2010, even as he was plagued by write-offs from faulty chips.
He didn't seem to have a long-term mindset when he knowingly violated export control laws (the feds are, in general, super serious about export controls) and securities laws (the feds are also, in general, super serious about whatever they consider securities fraud) over the course of at least the last six months.
It's frustrating because it was so easily avoidable. Just don't do crimes with nation-states.
Thousands and thousands of employees played a more direct role. And in fact, many would've done things different, like not violating export controls and having affairs with reports. Don't simp for a CEO, you're weird
He didn't resign because of two affairs. He resigned because there were a LOT more than two affairs. I'm sure they wouldn't stop coming after enemies and the press smelled blood in the water.
Eh, I think they wouldn't care except that both affairs are potential conflict of interest issues. If it were like a random person with no connection to the business that he had an affair with it'd be treated as less of an issue I think.
..and because American culture is really prudish about that.
The French and Italians wouldn't blink an eye. Us Brits, we'd talk about it, he's get a slap on the wrist but wouldn't be sacked.
It seems to be a uniquely American thing that the CEO can basically do anything (lie, cheat, fraud etc) just as long as he doesn't get caught with his pants down.
Prudish about affairs with spies? Or about affairs with people who, if they break off the relationship could lose their jobs (or if they continue it they could get promoted)?
These aren't just affairs.
Also, fraud remains to be seen, and shopping chips to China sure seems like questionable judgement.
When you engage in an affair with a superior you have more leverage than you think. Yes you could lose your job, but if you lose your job you have nothing left to lose and can fuck up their life if you have the right evidence.
If you lose your job you lose your source of income. Your way of paying for your children, your house, food. You're left broke financially and mentally while the other party remains at the top with all the power to control the story and to further threaten you.
I don't think that the US *care* about spies? Look who has been put in charge of the NSA, FBI. There's even someone who is strongly suspected to be a Russian spy working in the Pentagon.
These shipments to China - I remember there being a deal made with the President which allowed these sales to happen contingent on some kind of "risk fee" being paid.. to the President.
Americans are prudish, but not such that he would lose his job over an affair. A few Americans would boycott his company - but not enough to matter. There will be general disapproval, but that is as far as it will go.
However he will lose is job over an affair with someone that he has any form of business relationship with. He can have an affair with a nurse in the local hospital of the waitress of a local cafe and we will ignore it. However the girls he had an affair with are off-limits, and should be for any culture for reasons that we think should be obvious.
Probably because of the power dynamic makes it really hard to see how free that "choice" really is.
And also puts doubt on any decisions by the boss that affect the employee - companies don't want people "sleeping their way to the top" as that's not putting the business' needs first.
Because a boss has the power to reward the otherwise lesser competent women he is sleeping with over someone else who is otherwise better at the job but not sleeping with the job. If I'm a shareholder of the company I care about that, and the person wronged also cares.
As an aside, the above applies to any one of any gender sleeping with their boss (again of any gender)
The French would not blink with an eye about a spy spying on the top tech company of the country? The French intelligence would probably got her killed.
He wasn't getting sacked yesterday. It only changed when the second affair leaked.
Narrow-minded? I don't know, given the levels of insanity and in-your-face corruption we've seen pretty much every day coming from the US and particularly from the entire tech ecosystem it's really hard to understand the "norms".
I've read about how the US President raped a young girl (13) and multiple other victim accounts. I've watched how we've shown consequences to Prince Andrew, Mandelson and many others. I also see on Twitter the owners of this very site standing behind the disgusting people on the US.
I can't square that with the Jensen situation.
I should add that I'm personally in the camp of leaders who cheat on their wives or who make or accept bribes should be removed from their position. I don't agree with the British (or French/Italian) takes at all.
Just because tabloid news are full of usgov garbage doesn't mean every single human in the world accepted such behavior as new norm. There are still decent folks out there, dare I say a majority.
But yeah how can US folks stomach child rapists at the top of their power is beyond me, I've met plenty of folks with flexible spines while working in banking but this is on completely another level and that level is whole nation.
The second one was a direct report to him, and I wouldnt be surprised if he granted her favors in exchange for the sex (whether it was "promised" or not) typically no executive 'survives' having an affair with a direct report and stays in the company.
Who you have an affair with matters more, in this case a Chinese spy wasn't enough, which almost makes you think, he was not the only one at Nvidia who knew.
The "nVidia are selling chips to China" thing wasn't exactly a secret though. It was all over Twitter and the tech/investment communities I was in. And in the gamer communities (as we're pissed at how nVidia and the rest of tech have screwed us).
What you know and what you can prove are not the same.
What we can prove in the near future likely changed a bit when Congress went to the Dems a few days ago. Republicans weren't gonna make a scene about their $25M donation to the ballroom project.
I need to find the links but the reporting in Europe was that this was part of a deal where Trump got given a 20% fee for it (I believe those were his own words!).
It was reported together with the victim statements of the children Trump allegedly raped. I understand that the US media aren't allowed to publish any of these stories though so I can understand why few people would know about them.
It's not just that they were selling through China, but that they bribed their way through the Trump admin's efforts to investigate it. But even that was partly known, it's just everything is now coming up all at once, making it so obvious he had to take a fall.
There are lots of reasons to do this. Many of the work in the favor of the the person ratting. There are strong whistleblower protections for some of the reasons that work against that person.
Both of these scandals individually are usually pretty rough to weather, together they were essentially guaranteed to have him forced out by the board. He's choosing to resign the same way a cop under investigation resigns to avoid more public consequences and to hope to sneak away to a new job.
He is at retirement age and a zillionaire. So he is going to start cashing as he is no longer required to report the sale of the stock. He is going to liquidate.
Gates did it too and they still think he is a guru which he never was by the way; all of them are into this stuff when the hit their 50s feeling left out of the game while accumulating zillions.
The spy affair was probably going to sink him eventually because she was also tied to a company that was redirecting chips to China where NVidia is banned from selling chips above a certain capability. Another affair came out this time with a subordinate inside the company which is also something that CEOs normally don't survive, the combo of them helped hammer in the nearly inevitable conclusion of each of them.
This is the reason no other ceo projects an image of being good guy. One affair and everything you build just collapses. And on the other side rich people can be doing anything and nothing moves markets for their deeds lol
Financially, this is probably the best thing that could’ve happened to him…even with the almost assured impending divorce. Wonder if he’s gonna start a new chip company.
He had two back to back scandals that would normally oust any other CEO. Don't fall for the story this is some targeted thing he screwed up twice and they came out very close together ensuring his ouster but both of these individually are tenure enders.
This is a terrible decision for NVIDIA and the broader economy. Jensen gets to retire with $100B+ and not deal with the crap.
I'm no pro-US nationalist or anything, but I am very very much anti-CCP.
> He should be thankful he's not in prison. Even without the spy and affair scandals, his lobbying to sell chips to China is treasonous due to how geopolitically critical AI will soon become. (That alone is not criminally treasonous,
He should be thankful he's not jailed for advocating something which is not even declared illegal yet? Is that the famous "rule of the law" I heard so much about?
We're in the find-out phase of the merger of the corporation and the state, where everything is permitted as long as you send some considerations to the dear leader...
Until it's not. :)
Did he? A singular CEO with 40+ direct reports and no succession plan... that alone feels like a very short term mindset to me. He could have been hit by a car tomorrow, what's the contingency plan there? Not to mention the whole 'violating export restrictions' thing, that's typically not great for the long term viability of a company either.
He didn't seem to have a long-term mindset when he knowingly violated export control laws (the feds are, in general, super serious about export controls) and securities laws (the feds are also, in general, super serious about whatever they consider securities fraud) over the course of at least the last six months.
It's frustrating because it was so easily avoidable. Just don't do crimes with nation-states.
The French and Italians wouldn't blink an eye. Us Brits, we'd talk about it, he's get a slap on the wrist but wouldn't be sacked.
It seems to be a uniquely American thing that the CEO can basically do anything (lie, cheat, fraud etc) just as long as he doesn't get caught with his pants down.
These aren't just affairs.
Also, fraud remains to be seen, and shopping chips to China sure seems like questionable judgement.
I think you are too narrowly focused.
These shipments to China - I remember there being a deal made with the President which allowed these sales to happen contingent on some kind of "risk fee" being paid.. to the President.
However he will lose is job over an affair with someone that he has any form of business relationship with. He can have an affair with a nurse in the local hospital of the waitress of a local cafe and we will ignore it. However the girls he had an affair with are off-limits, and should be for any culture for reasons that we think should be obvious.
he resigned because there's some proof that he knew that nvidia was selling cards/chips to china -- the affair only made that extremely public.
https://www.reuters.com/sustainability/boards-policy-regulat...
https://www.cnbc.com/2018/02/06/lululemon-ceo-laurent-potdev...
https://fortune.com/europe/2024/06/11/bp-managers-given-ulti...
And also puts doubt on any decisions by the boss that affect the employee - companies don't want people "sleeping their way to the top" as that's not putting the business' needs first.
As an aside, the above applies to any one of any gender sleeping with their boss (again of any gender)
Now cheating on your wife with a FOREIGN SPY, yea that's a big deal no matter what the country.
Speak for yourself. The sanctity of marriage is pretty important to a lot of Americans. Not everyone lives in a Berkeley polycule.
American CEO would get meetoed. Any sort of sex (even consensual) is illegal, if you have no way to prove it! Lets way a few weeks...
Narrow-minded? I don't know, given the levels of insanity and in-your-face corruption we've seen pretty much every day coming from the US and particularly from the entire tech ecosystem it's really hard to understand the "norms".
I've read about how the US President raped a young girl (13) and multiple other victim accounts. I've watched how we've shown consequences to Prince Andrew, Mandelson and many others. I also see on Twitter the owners of this very site standing behind the disgusting people on the US.
I can't square that with the Jensen situation.
I should add that I'm personally in the camp of leaders who cheat on their wives or who make or accept bribes should be removed from their position. I don't agree with the British (or French/Italian) takes at all.
But yeah how can US folks stomach child rapists at the top of their power is beyond me, I've met plenty of folks with flexible spines while working in banking but this is on completely another level and that level is whole nation.
Who you have an affair with matters more, in this case a Chinese spy wasn't enough, which almost makes you think, he was not the only one at Nvidia who knew.
What we can prove in the near future likely changed a bit when Congress went to the Dems a few days ago. Republicans weren't gonna make a scene about their $25M donation to the ballroom project.
https://www.cnbc.com/2026/05/14/us-clears-h200-chip-sales-to...
I need to find the links but the reporting in Europe was that this was part of a deal where Trump got given a 20% fee for it (I believe those were his own words!).
It was reported together with the victim statements of the children Trump allegedly raped. I understand that the US media aren't allowed to publish any of these stories though so I can understand why few people would know about them.
Not particularly new situation in the recent US times. Far from the last time this will happen.
The criminal ones might, though.
Sleeping with a spy or sleeping with a subordinate are both f**ing with the business.
If others want him out, it was still Huang who loaded the gun and handed it to them.